Filed September 15, 2025 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD, LLC Service code 24 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Discretionary Trustee | $5,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,537 | $45,073+167.4% | $69,455+73.5% | $72,985+65.2% |
| Participation rate | 98.8% | 68.5%+30.3pp | 74.6%+24.2pp | 69.5%+29.3pp |
| Annual return | 5.11% | 22.65%-17.5pp | 28.97%-23.9pp | 81.00%-75.9pp |
| Employer contribution / active EE | $12,192 | $2,054+493.6% | $2,779+338.7% | $2,440+399.7% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $31 | $3,056-99.0% | $3,839-99.2% | $5,124-99.4% |